BMWM
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Brown Miller Wealth Management’s Dollar Tree DLTR Stock Holding History

Brown Miller Wealth Management’s Portfolio DLTR Stock Details DLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$220K Buy
+1,822
New +$189K 0.06% 196
2026
Q1 		– Sell
-2,083
Closed -$256K – 194
2025
Q4 		$256K Sell
2,083
-237
-10% -$25.4K 0.07% 170
2025
Q3 		$219K Hold
2,320
– – 0.06% 184
2025
Q2 		$230K Buy
+2,320
New +$200K 0.07% 175

Other funds holding DLTR

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Brown Miller Wealth Management's DLTR Position: Q2 2026 in Review

Brown Miller Wealth Management opened a new position in Dollar Tree (DLTR) in Q2 2026: 1,822 shares worth $220K. The stake represents 0.06% of the portfolio and ranks #196 among its holdings. This is a return to the name: Brown Miller Wealth Management previously reported a position in DLTR as recently as Q4 2025.

Brown Miller Wealth Management first reported a position in DLTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $256K in Q4 2025. 203 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • Brown Miller Wealth Management held 1,822 shares of Dollar Tree worth $220K as of Q2 2026.
  • Dollar Tree was a new Brown Miller Wealth Management position in Q2 2026.
  • Dollar Tree made up 0.06% of Brown Miller Wealth Management's portfolio in Q2 2026, its #196 holding.
  • Brown Miller Wealth Management first reported a position in Dollar Tree in Q2 2025 and has held it in 4 quarters since.
  • Brown Miller Wealth Management's Dollar Tree position peaked at $256K in Q4 2025.
  • 203 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.